Latest Institutional Sells of Schwab Strategic Us Tips ETF (SCHP)
This list provides information on the latest institutional transactions involving Schwab Strategic Us Tips ETF (SCHP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-637K- 86.29% |
$16.4M - $34.2M
|
101K
$2.66M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-435K- 96.11% |
$11.2M - $23.4M
|
17.6K
$463K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-93.7K- 33.2% |
$2.41M - $5.04M
|
188K
$4.95M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-62.7K- 45.85% |
$1.61M - $3.37M
|
74.1K
$1.94M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-54.9K- 63.54% |
$1.41M - $2.95M
|
31.5K
$827K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-22K- 64.99% |
$565K - $1.18M
|
11.8K
$310K
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-15.8K- 28.14% |
$407K - $850K
|
40.4K
$1.06M
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7.3K- 29.35% |
$188K - $392K
|
17.6K
$461K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 1.88% |
$30.1K - $62.8K
|
61K
$1.6M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-673- 5.15% |
$17.3K - $36.2K
|
12.4K
$326K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-614- 99.84% |
$15.8K - $33K
|
1
$26.3
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-530- 94.31% |
$13.6K - $28.5K
|
32
$840
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-476- 94.82% |
$12.3K - $25.6K
|
26
$683
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-369- 90.66% |
$9.5K - $19.8K
|
38
$998
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-364- 2.6% |
$9.37K - $19.6K
|
13.7K
$358K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-207- 5.52% |
$5.33K - $11.1K
|
3.55K
$93.1K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-108- 65.06% |
$2.78K - $5.81K
|
58
$1.52K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-265K- 10.19% |
$13.7M - $14.3M
|
2.34M
$61.3M
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-257K- 74.81% |
$13.3M - $13.8M
|
86.6K
$2.27M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-169K- 11.55% |
$8.74M - $9.11M
|
1.3M
$34.1M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-163K- 76.06% |
$8.41M - $8.77M
|
51.3K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-98.6K- 5.69% |
$5.09M - $5.3M
|
1.64M
$42.9M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-88.6K- 5.04% |
$4.57M - $4.77M
|
1.67M
$43.8M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83K- 53.32% |
$4.28M - $4.47M
|
72.7K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-56.4K- 3.23% |
$2.91M - $3.04M
|
1.69M
$44.4M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.6K- 27.45% |
$1.99M - $2.07M
|
102K
$2.68M
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-37.3K- 5.15% |
$1.92M - $2M
|
687K
$18M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.3K- 7.45% |
$1.61M - $1.68M
|
388K
$10.2M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.9K- 17.52% |
$1.49M - $1.55M
|
136K
$3.57M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.1K- 3.68% |
$1.35M - $1.4M
|
684K
$18M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-17.8K- 64.91% |
$918K - $957K
|
9.62K
$252K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.5K- 65.24% |
$850K - $887K
|
8.79K
$231K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.5K- 26.68% |
$800K - $835K
|
42.7K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.2K- 4.73% |
$784K - $818K
|
307K
$8.05M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-14.7K- 66.78% |
$756K - $789K
|
7.3K
$192K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 60.64% |
$748K - $780K
|
9.41K
$247K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.4K- 93.66% |
$742K - $773K
|
973
$25.5K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 1.08% |
$531K - $554K
|
940K
$24.7M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 21.93% |
$525K - $548K
|
36.3K
$952K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-9.47K- 69.88% |
$489K - $510K
|
4.08K
$107K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.09K- 53.52% |
$469K - $489K
|
7.89K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.86K- 12.16% |
$457K - $476K
|
64K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.36KClosed |
$328K - $342K
|
0
$0
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.18K- 18.57% |
$319K - $332K
|
27.1K
$711K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.04K- 56.71% |
$311K - $325K
|
4.61K
$121K
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5.7K- 6.5% |
$294K - $307K
|
82K
$2.15M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.59K- 44.07% |
$288K - $300K
|
7.09K
$186K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.49K- 3.45% |
$232K - $242K
|
126K
$3.3M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.49K- 8.08% |
$231K - $241K
|
51.1K
$1.34M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.55K- 6.96% |
$183K - $191K
|
47.4K
$1.25M
|